1098-T Forms

Form 1098-T Tuition Payment Statement:

Washington and Lee University is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or advisor.

  • You, or the person who may claim you as a dependent, may be able to take either the tuition and fees deduction or claim a Hope and/or Lifetime Learning credit on your federal tax return for qualified tuition and related expenses that were actually paid in a given year
  • For more information about the deduction or credits, see IRS Publication 970
  • If you did not receive a 1098-T and believe you qualify to receive one from W&L, please log on to Workday an electronic copy.
  • Please refer to your tax accountant for specific tax questions. General questions related to the information supplied on your 1098-T statement may be addressed to the Business Office at 540-458-8730.

Instructions for getting your 1098-T online (WLU login required)

2023 1098-T Letter to students

Dear Student:

Your 2023 Form 1098-T is being mailed to you on January 31, 2024. It is also available online through Workday. Please use these instructions to access your form on Workday. If you have elected to receive your form electronically, you will need to follow the instructions link.

We report in Box 1 the amount of qualified tuition and related expenses (QTRE) you paid during the year. This amount may differ from amounts we billed to your student account for the calendar (tax) year.

Please note that the Form 1098-T is informational only. It indicates that you may be eligible for federal income tax education credits. Depending on your income (or your family's income, if you are a dependent), whether you were considered full or half-time enrolled, the amount of your qualified educational expenses and, if applicable, the amount of scholarships received, for the year, you may be eligible for a federal education tax credit

It is important to note that the Form 1098-T does not include all of the information needed to claim a tax credit. The dollar amounts reported on your Form 1098-T may assist you in completing IRS Form 8863, which is used for calculating the education tax credits that a taxpayer may claim as part of a tax return. Your student account history (available in Nelnet Campus Commerce) and personal records, including bank statements, may also be of assistance in calculating any eligible education tax credit.
You can find detailed information about claiming education tax credits in IRS Publication 970, Tax Benefits for Education.
All this information should be provided to anyone responsible for your taxes, such as your parent or tax advisor.

Important Note: Washington and Lee University is unable to provide you with individual tax advice, but should you have questions, you should seek the counsel of an informed tax preparer or advisor.